The individuals you want to reach expect more than a mass market approach. They are looking for relevance, customization, and attention to their situation. If you present only a generic offering, they'll assume you offer only generic services. Demonstrate your professionalism and attention to the clients you represent with polished materials targeted to your audience.
The proprietary folder is made from our patented design. The unique shape and configuration enables your introductory material to stand out physically, while conveying professionalism within a premium deliverable.
With original copy, photography and imagery, the brochure showcases the 3 most essential elements of your brand: your Strategic Significance, Selective Services and Unique POS Approach. This helps prospects to see the relevance in your approach and to understand what makes you different and better than the average advisory.
The bio card shines a spotlight on your (or your team's) professional history and accreditations, so that your audience can begin seeing you as an expert or specialist in your field.
The note card allows you to bridge the introduction with a hand-written message. This shows each new opportunity that you are reaching out personally to initiate a relationship.
Your logo is incorporated into your toolkit to project professionalism, as well as establish a 3-point contact with your brand at first glance.
Each item in your stationery set is incorporated into your toolkit in order to serve a practical purpose, while reinforcing your brand.
When prospects have little to inform their decision, it becomes vitally important to make your unique value proposition visible and to be seen as a better choice. We develop answers to the questions potential clients want to know and apply them across multiple introductory touch points to create a relevant and personal introduction.
The Prospecting Toolkit™ conveys your expertise, specialization and industry knowledge, with the following additional benefits:
Articulates the need-value relationship
Focuses your message
Acquires permission from the prospect
Positions you as the right choice
The Prospecting Toolkit™ contains all the pieces you need to answer the question 'Why should I work with you?' and to create the right first impression.
Project binder includes the Brand Identifier exercise to define individual brand direction, marketing plan and highlight the three main components of each toolkit.
Our outline that defines and allows the advisor to answer 'why should a new client chose you as their financial advisor'. We position them around their unique attributes, specialized service and expertise.
Defining value and packaging it with relevant positioning towards the natural market for heighten prospecting. This will allow advisor to better present their value to new opportunities, COI's and existing clients.
Support team and advisor work towards a select list of services to reinforce and support their targeted message which is centred around a natural market.
We outline the advisors client process to convey how to become a client and facilitate how the early on-boarding and engagement process works.
We work alongside the advisor to discuss and review brand direction and messaging. We create individual specific content.
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By identifying what you want to achieve,
we can create the path that will lead you there.
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